Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Total Clarity Wealth Management, Inc.

Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001085146-24-001961

Total Value
$287.6M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1WISDOMTREE TRWT259,726$13.1M4.54%
2ISHARES TR46428761422,311$7.5M2.61%
3FIRST TR EXCHNG TRADED FD VI33740F888268,742$6.6M2.30%
4INVESCO ACTIVELY MANAGED ETFIVZ238,862$6.0M2.08%
5INVESCO EXCHNG TRAD SLF INDEIVZ293,845$6.0M2.07%
6SPDR S&P 500 ETF TRSPY10,937$5.7M1.99%
7MICROSOFT CORPMSFT13,429$5.6M1.96%
8J P MORGAN EXCHANGE TRADED F46654Q20394,166$5.1M1.78%
9APPLE INCAAPL29,585$5.1M1.76%
10SPDR SER TR78464A50893,836$4.7M1.63%
11ISHARES TR46428748136,150$4.1M1.43%
12VANGUARD STAR FDS92190976868,214$4.1M1.43%
13ALPHABET INCGOOG26,469$4.0M1.39%
14PACER FDS TR69374H85775,710$3.7M1.29%
15SCHWAB STRATEGIC TR808524755103,015$3.7M1.28%
16INVESCO EXCH TRADED FD TR IIIVZ19,403$3.5M1.23%
17NVIDIA CORPORATIONNVDA3,845$3.5M1.21%
18VIRTUS ETF TR II92790A50496,535$3.3M1.16%
19ISHARES TR4642872006,147$3.2M1.12%
20VANGUARD INTL EQUITY INDEX F92204271827,221$3.2M1.11%
21BERKSHIRE HATHAWAY INC DELBRK-A5$3.2M1.10%
22AMAZON COM INCAMZN16,476$3.0M1.03%
23DIMENSIONAL ETF TRUST25434V70891,211$2.9M1.01%
24FIRST TR MORNINGSTAR DIVID L33691710975,129$2.9M1.01%
25AMGEN INCAMGN9,881$2.8M0.98%
26BERKSHIRE HATHAWAY INC DELBRK-A6,523$2.7M0.95%
27DOW INCDOW45,138$2.6M0.91%
28VANGUARD SCOTTSDALE FDS92206C84743,898$2.6M0.90%
29CAPITAL GRP FIXED INCM ETF T14020Y30089,745$2.4M0.84%
30CAPITAL SOUTHWEST CORPCSWC97,160$2.4M0.84%
31INVESCO QQQ TRIVZ5,278$2.3M0.81%
32VERIZON COMMUNICATIONS INCVZ55,602$2.3M0.81%
33VANGUARD INDEX FDS9229087698,745$2.3M0.79%
34JPMORGAN CHASE & COVYLD11,041$2.2M0.77%
35FIRST TR EXCHANGE-TRADED FD33738R50638,666$2.2M0.76%
36MERCK & CO INCMRK16,414$2.2M0.75%
37ISHARES TR46434V86042,295$2.1M0.75%
38VANGUARD WHITEHALL FDS92194679429,301$2.0M0.70%
39INVESCO EXCH TRADED FD TR IIIVZ93,529$2.0M0.69%
40ANALOG DEVICES INCADI9,112$1.8M0.63%
41VANGUARD TAX-MANAGED FDS92194385835,497$1.8M0.62%
42FIRST TR EXCHANGE-TRADED FD33738R70425,614$1.7M0.60%
43BRISTOL-MYERS SQUIBB COCELG-RI31,778$1.7M0.60%
44SIMPLIFY EXCHANGE TRADED FUN82889N84850,121$1.7M0.59%
45ISHARES TR46432F33910,070$1.7M0.58%
46JOHNSON & JOHNSONJNJ10,431$1.7M0.57%
47CATERPILLAR INCCAT4,476$1.6M0.57%
48ENBRIDGE INCENNPF44,064$1.6M0.55%
49DIMENSIONAL ETF TRUST25434V79958,695$1.6M0.55%
50KINDER MORGAN INC DELEP-PC82,576$1.5M0.53%
51MONDELEZ INTL INC60920710520,707$1.4M0.50%
52ISHARES U S ETF TR46431W50727,657$1.4M0.49%
53VANGUARD INDEX FDS9229083632,882$1.4M0.48%
54CAPITAL GROUP GBL GROWTH EQT14020X10447,528$1.4M0.48%
55EXXON MOBIL CORPXOM11,610$1.3M0.47%
56ACM RESH INC00108J10945,950$1.3M0.47%
57WISDOMTREE TRWT12,052$1.3M0.45%
58PROSHARES TR74348A46712,878$1.3M0.45%
59ISHARES TR46428875211,269$1.3M0.45%
60VIKING THERAPEUTICS INCVKTX15,781$1.3M0.45%
61J P MORGAN EXCHANGE TRADED F46641Q33222,314$1.3M0.45%
62ONEOK INC NEWOKE15,984$1.3M0.45%
63PORTILLOS INC73642K10690,198$1.3M0.44%
64DIMENSIONAL ETF TRUST25434V82355,318$1.2M0.43%
65PIMCO ETF TR72201R87424,349$1.2M0.42%
66SENTINELONE INCS51,760$1.2M0.42%
67ISHARES TR4642887298,576$1.2M0.42%
68SCHWAB STRATEGIC TR80852486224,530$1.2M0.41%
69TOPBUILD CORPBLD2,680$1.2M0.41%
70SPDR SER TR78468R52311,866$1.2M0.41%
71VANGUARD INTL EQUITY INDEX F92204285827,472$1.1M0.40%
72FIRST TR NASDAQ 100 TECH IND3373451025,847$1.1M0.39%
73CAPITAL GROUP INTL FOCUS EQT14019W10943,222$1.1M0.39%
74UNITEDHEALTH GROUP INCUNH2,228$1.1M0.38%
75SIXTH STREET SPECIALTY LENDITSLX51,098$1.1M0.38%
76SELECT SECTOR SPDR TR81369Y4075,942$1.1M0.38%
77ADOBE INCADBE2,164$1.1M0.38%
78FORD MTR CO DEL34537086082,070$1.1M0.38%
79ABBVIE INCABBV5,888$1.1M0.37%
80GENERAL DYNAMICS CORPGD3,788$1.1M0.37%
81STARBUCKS CORPSBUX11,548$1.1M0.37%
82AMERICAN CENTY ETF TR02507287711,211$1.1M0.37%
83PENN ENTERTAINMENT INCPENN56,673$1.0M0.36%
84ISHARES TR4642887607,801$1.0M0.36%
85ISHARES U S ETF TR46431W83820,219$1.0M0.35%
86DBX ETF TR23305120024,737$1.0M0.35%
87LINDE PLCLIN2,178$1.0M0.35%
88MITSUBISHI UFJ FINL GROUP IN60682210496,680$989,0360.34%
89SELECT SECTOR SPDR TR81369Y8034,732$985,5090.34%
90INTEL CORPINTC21,305$941,0210.33%
91PACER FDS TR69374H88115,381$893,7900.31%
92CHEWY INCCHWY55,717$886,4570.31%
93SUPER MICRO COMPUTER INCSMCI874$882,7660.31%
94VANGUARD INDEX FDS9229087445,309$864,5980.30%
95AT&T INCT-PC48,747$857,9390.30%
96HOME DEPOT INCHD2,155$826,5900.29%
97MASTERCARD INCORPORATEDMA1,714$825,2100.29%
98VANGUARD WORLD FD92204A8765,757$820,8010.29%
99ISHARES TR4642876553,884$816,7150.28%
100META PLATFORMS INCMETA1,667$809,5450.28%
101WHIRLPOOL CORPWHR-PA6,654$796,0740.28%
102VANGUARD INDEX FDS9229086114,072$781,4310.27%
103ELI LILLY & COLLY1,004$780,7330.27%
104CRACKER BARREL OLD CTRY STOR22410J10610,717$779,4470.27%
105ARISTA NETWORKS INCANET2,678$776,5660.27%
106NXP SEMICONDUCTORS N VNXPI3,130$775,5200.27%
107ALLSTATE CORPALL-PJ4,364$754,9390.26%
108DUCKHORN PORTFOLIO INC26414D10680,366$748,2070.26%
109ISHARES TR4642873098,444$713,0330.25%
110CISCO SYS INCCSCO14,245$710,9790.25%
111FIRST TR EXCHANGE-TRADED FD33739Q70512,992$697,8000.24%
112VANGUARD INDEX FDS9229086523,945$691,4400.24%
113SPDR GOLD TRGLD3,355$690,1910.24%
114C3 AI INCAI25,346$686,1160.24%
115KYNDRYL HLDGS INCKD31,047$675,5830.23%
116KOHLS CORPKSS22,462$654,7620.23%
117BLACKSTONE INCBX4,929$647,5230.23%
118DIMENSIONAL ETF TRUST25434V88025,230$641,8520.22%
119DIMENSIONAL ETF TRUST25434V30225,962$641,7720.22%
120MCDONALDS CORPMCD2,224$627,1330.22%
121FRANKLIN TEMPLETON ETF TRFGDL26,648$622,9270.22%
122SCHWAB STRATEGIC TR80852480515,905$620,6150.22%
123FIRST TR EXCHANGE-TRADED FD33738R84519,147$618,3720.22%
124UNITED PARCEL SERVICE INCUPS4,158$617,9730.21%
125EVERSPIN TECHNOLOGIES INCMRAM77,592$614,5290.21%
126VANECK ETF TRUST92189F6926,720$609,5040.21%
127INVESCO EXCHANGE TRADED FD TIVZ5,933$602,6470.21%
128PIMCO ETF TR72201R8335,990$602,2350.21%
129FRANKLIN TEMPLETON ETF TRFGDL20,801$599,7390.21%
130ISHARES TR4642872266,093$596,7210.21%
131VANGUARD INTL EQUITY INDEX F92204267614,114$594,7640.21%
132FRANKLIN TEMPLETON ETF TRFGDL17,452$593,7320.21%
133VANGUARD WORLD FD92204A3064,371$575,6220.20%
134ISHARES TR4642871684,639$571,4070.20%
135INVESCO EXCH TRADED FD TR IIIVZ13,841$569,9720.20%
136REPLIGEN CORPRGEN3,090$568,3130.20%
137VERTEX PHARMACEUTICALS INCVRTX1,327$554,6990.19%
138ISHARES TR4642894382,826$551,4340.19%
139BANK AMERICA CORP06050510414,378$545,2230.19%
140ON HLDG AGH5919C10415,296$541,1720.19%
141ABBOTT LABSABLZF4,542$516,2010.18%
142CHEVRON CORP NEWCVX3,268$515,5430.18%
143BONDBLOXX ETF TRUST09789C78810,016$503,9070.18%
144PACER FDS TR69374H70914,490$502,8200.17%
145MOBILEYE GLOBAL INCMBLY15,462$497,1030.17%
146VANGUARD BD INDEX FDS9219378276,483$497,0760.17%
147CAPITAL GROUP DIVIDEND VALUE14020W10615,242$495,3590.17%
148US BANCORP DELUSB-PS10,988$491,1640.17%
149VISA INCV1,749$488,0910.17%
150COLUMBIA ETF TR II19762B20215,654$486,8390.17%
151HEWLETT PACKARD ENTERPRISE CHPE-PC27,042$479,4550.17%
152WISDOMTREE TRWT11,302$472,8760.16%
153PROSHARES TR74347B6987,265$465,0580.16%
154WALMART INCWMT7,681$462,1440.16%
155GLOBALFOUNDRIES INCGFS8,818$459,5060.16%
156LEGG MASON ETF INVT52468L50515,095$449,5290.16%
157GITLAB INCGTLB7,677$447,7230.16%
158DOLE PLCDOLE37,488$447,2320.16%
159COSTCO WHSL CORP NEW22160K105582$426,4530.15%
160ORACLE CORPORCL-PD3,382$424,8130.15%
161INCYTE CORPINCY7,330$417,5900.15%
162FRANKLIN TEMPLETON ETF TRFGDL13,429$416,7020.14%
163ALPHABET INCGOOG2,713$413,0810.14%
164TESLA INCTSLA2,327$409,0630.14%
165KKR & CO INCKKRT4,060$408,3550.14%
166INVESCO EXCHANGE TRADED FD TIVZ4,537$405,1090.14%
167KIMBELL RTY PARTNERS LP49435R10226,000$403,5200.14%
168PROCTER AND GAMBLE CO7427181092,448$397,1170.14%
169J P MORGAN EXCHANGE TRADED F46641Q8377,861$396,5870.14%
170CITIGROUP INCC-PR6,119$386,9570.13%
171VANGUARD INDEX FDS9229087511,688$385,8730.13%
172GLOBAL X FDS37954Y6739,645$383,9870.13%
173STATE STR CORPSTT-PG4,943$382,1930.13%
174VANGUARD SCOTTSDALE FDS92206C8704,738$381,4560.13%
175INVESCO EXCHANGE TRADED FD TIVZ3,363$370,0980.13%
176CAPITAL GROUP GROWTH ETF14020G10111,560$369,8150.13%
177AXON ENTERPRISE INCAXON1,174$367,3210.13%
178FIRST WATCH RESTAURANT GROUPFWRG14,895$366,7150.13%
179WISDOMTREE TRWT4,771$363,5220.13%
180FIRST TR EXCH TRADED FD III33740J10417,956$359,7480.13%
181CORNING INCGLW10,633$350,4660.12%
182FRANKLIN TEMPLETON ETF TRFGDL17,795$348,6810.12%
183VANECK ETF TRUST92189F6761,548$348,3930.12%
184PROSHARES TR74347G43233,000$345,8400.12%
185ADVANCE AUTO PARTS INCAAP4,042$343,9340.12%
186WASTE MGMT INC DEL94106L1091,610$343,0880.12%
187AKAMAI TECHNOLOGIES INCAKAM3,146$342,1590.12%
188KINSALE CAP GROUP INC49714P108651$341,6060.12%
189INTERNATIONAL BUSINESS MACHSINTR1,772$338,3830.12%
190DEERE & CODE821$337,3630.12%
191ISHARES TR4642878043,035$335,4280.12%
192SCHWAB STRATEGIC TR8085241025,467$333,7880.12%
193ISHARES TR4642874993,914$329,1700.11%
194GCM GROSVENOR INCGCMG33,515$323,7550.11%
195NEUROCRINE BIOSCIENCES INCNBIX2,333$321,7670.11%
196ALTRIA GROUP INCMO7,339$320,1060.11%
197DIGITALOCEAN HLDGS INCDOCN8,350$318,8030.11%
198FORRESTER RESH INC34656310914,725$317,4710.11%
199CELSIUS HLDGS INCCELH3,759$311,6960.11%
200ISHARES TR4642875075,047$306,5550.11%
201CAPITAL GROUP CORE EQUITY ET14020V1089,817$305,9130.11%
202SOUTHWEST AIRLS CO84474110810,375$302,8460.11%
203SYNOPSYS INCSNPS521$297,7520.10%
204MICROCHIP TECHNOLOGY INC.MCHPP3,282$294,4540.10%
205FIRST TR VALUE LINE DIVID IN33734H1066,824$288,1780.10%
206INTERNATIONAL PAPER CO4601461037,315$285,4310.10%
207ISHARES TR4642882572,550$280,8320.10%
208CAMBRIA ETF TR1320612013,830$280,6240.10%
209DIREXION SHS ETF TR25459Y2073,126$278,8830.10%
210TERADATA CORP DELTDC7,196$278,2690.10%
211ISHARES TR46432F8423,741$277,6570.10%
212SPDR SER TR78464A8544,478$275,5300.10%
213SELECT SECTOR SPDR TR81369Y2091,846$272,7520.09%
214KIMBERLY-CLARK CORPKMB2,101$271,7160.09%
215CHARTER COMMUNICATIONS INC N16119P108924$268,5420.09%
216VANGUARD INDEX FDS9229085533,091$267,2860.09%
217ENERGY TRANSFER L PET-PI16,956$266,7150.09%
218UNITED THERAPEUTICS CORP DELUTHR1,160$266,4750.09%
219ADVANCED MICRO DEVICES INCAMD1,475$266,2230.09%
220SKYWORKS SOLUTIONS INCSWKS2,438$264,0840.09%
221FIRST TR EXCHANGE-TRADED FD33733E1043,077$263,5450.09%
222BROADCOM INCAVGO197$261,3410.09%
223INTUITIVE SURGICAL INCISRG653$260,6060.09%
224SHOPIFY INCSHOP3,350$258,5200.09%
225FRANKLIN TEMPLETON ETF TRFGDL10,889$257,2530.09%
226ALCOA CORPAA7,608$257,0790.09%
227T-MOBILE US INCTMUSZ1,569$256,0920.09%
228J P MORGAN EXCHANGE TRADED F46641Q6545,034$255,4250.09%
229THE TRADE DESK INC88339J1052,921$255,3540.09%
230EXELON CORPEXC6,769$254,3010.09%
231SERVICENOW INCNOW329$250,8300.09%
232SALESFORCE INCCRM815$245,4620.09%
233CONSTELLATION ENERGY CORPCEG1,318$243,6640.08%
234ISHARES SILVER TRSLV10,645$242,1740.08%
235UBER TECHNOLOGIES INCUBER3,067$236,1280.08%
236ISHARES TR4642874081,245$232,6150.08%
237QORVO INCQRVO2,025$232,5310.08%
238VANGUARD INDEX FDS922908736667$229,6710.08%
239GENERAL ELECTRIC CO3696043011,292$226,7910.08%
240INVESCO EXCHANGE TRADED FD TIVZ3,682$222,4660.08%
241COCA COLA COKO3,636$222,4400.08%
242HP INCHPQ7,274$219,8200.08%
243DIMENSIONAL ETF TRUST25434V4013,838$218,6800.08%
244BANK NEW YORK MELLON CORP0640581003,786$218,1490.08%
245SPDR SER TR78468R6632,366$217,1990.08%
246TITAN INTL INC ILLKMCM17,117$213,2780.07%
247DISNEY WALT CO2546871061,738$212,6670.07%
248NORTHERN TR CORPNTRSO2,350$208,9620.07%
249LOCKHEED MARTIN CORPLMT457$207,9150.07%
250UNITED NAT FOODS INCUNTCW17,983$206,6250.07%
251NETFLIX INCNFLX339$205,8850.07%
252FRANKLIN TEMPLETON ETF TRFGDL5,095$205,7860.07%
253MOLSON COORS BEVERAGE COTAP-A3,047$204,8870.07%
254ISHARES TR46429B2678,841$201,3000.07%
255O-I GLASS INCOI11,846$196,5250.07%
256DOUBLELINE YIELD OPPORTUNITIDLY11,847$188,8410.07%
257BLUE OWL CAPITAL CORPORATIONOWL11,053$169,9950.06%
258WARNER BROS DISCOVERY INCWBD18,946$165,3990.06%
259NUVEEN AMT FREE QLTY MUN INCNU13,124$145,2830.05%
260BLACKROCK MUNIYIELD PA QLTYBLK11,500$139,2650.05%
261HANESBRANDS INC41034510223,156$134,3050.05%
262LADDER CAP CORPLADR11,040$122,8720.04%
263ICL GROUP LTDICL12,000$64,5600.02%
264MEREO BIOPHARMA GROUP PLCMREO11,860$39,1380.01%
265X4 PHARMACEUTICALS INCXFOR13,681$19,0170.01%
266VANGUARD STAR FDS92190976810,000$16,5150.01%
267ALIGOS THERAPEUTICS INCALGS10,000$9,8000.00%
268PROSHARES TR74347G29122,500$5,9380.00%